Institutional Ownership Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ). We have compiled data on the 4,314 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
1,638
shares
|
$988,795
0.19% of portfolio
|
Q4 2025
Added 22.24%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
1,637
shares
|
$988,191
0.02% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,636
shares
|
$987,587
0.56% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jan 27, 2026 Q4 2025 |
1,625
shares
|
$980,947
0.7% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,620
shares
|
$977,929
0.3% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 29, 2026 Q4 2025 |
1,619
shares
|
$977,325
0.34% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,618
shares
|
$976,721
0.09% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,616
shares
|
$975,514
0.45% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
1,605
shares
|
$968,874
0.16% of portfolio
|
Q4 2025
Reduced 6.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$967,666
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$967,666
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,599
shares
|
$965,252
0.53% of portfolio
|
Q3 2023
Reduced 18.38%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,598
shares
|
$964,648
0.04% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,595
shares
|
$962,837
0.21% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
1,595
shares
|
$962,837
0.05% of portfolio
|
Q3 2025
Added 53.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
1,592
shares
|
$961,026
0.17% of portfolio
|
Q4 2025
Reduced 17.0%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
1,589
shares
|
$959,215
0.36% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$958,612
0.51% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
1,586
shares
|
$957,404
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Jan 26, 2026 Q4 2025 |
1,581
shares
|
$954,386
1.0% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
1,579
shares
|
$953,179
0.14% of portfolio
|
Q4 2025
Reduced 13.76%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 27, 2026 Q4 2025 |
1,576
shares
|
$951,368
1.11% of portfolio
|
Q4 2025
Reduced 61.35%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,573
shares
|
$949,557
0.11% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,568
shares
|
$946,538
0.23% of portfolio
|
Q4 2025
Added 13.29%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jan 28, 2026 Q4 2025 |
1,564
shares
|
$944,124
0.38% of portfolio
|
Q4 2025
Reduced 2.25%
|
|